Position in NET
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,655,407
+$3,054,339 QoQ
Shares Held
14,903
+411.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#402
of 1,210 holders
Holding Since
Jun 2021
10 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in NET Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $552,540,517 across 26 Software - Infrastructure names. NET ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
939,168 | $350,328,447 | |
| 2 | PANW |
Palo Alto Networks Inc
|
237,773 | $81,085,348 | |
| 3 | ORCL |
Oracle Corp
|
466,837 | $68,414,962 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
79,012 | $15,074,304 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
73,669 | $8,594,962 | |
| 6 | DOX |
Amdocs Ltd
|
81,471 | $4,117,544 | |
| 7 | NET |
Cloudflare, Inc.
This page
|
14,903 | $3,655,407 | |
| 8 | FTNT |
Fortinet, Inc.
|
22,838 | $3,508,373 |
All Filings in NET
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,655,407 | 14,903 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $601,068 | 2,913 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,548,613 | 7,855 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $458,438 | 2,341 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $236,761 | 2,101 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $237,003 | 2,201 | Shares | Sole | 2025-02-14 | |
| 2022-03-31 | $441,453 | 3,688 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $475,372 | 3,615 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $411,623 | 3,654 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $384,093 | 3,629 | Shares | Sole | 2021-08-24 | |
| No filing history on record for this holder in this stock. | ||||||